See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,717 | $106,890-76.9% | $84,015-70.6% | $152,861-83.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 69.0%+25.1pp | 82.4%+11.7pp |
| Annual return | 20.53% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $723 | $2,734-73.6% | $1,983-63.6% | $4,762-84.8% |
| Participant deferral / active EE | $3,436 | $4,011-14.4% | $3,239+6.1% | $5,850-41.3% |
| Admin fee / account holder | $303 | $8,285-96.3% | $6,101-95.0% | $11,596-97.4% |